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Last Close
Apr 22 04:00PM ET
27.36
Dollar change
+0.56
Percentage change
2.08
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y6.16% Shs Outstand Perf Week-0.24%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y4.87% Total Holdings37 Perf Month-4.02%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM41.63M Perf Quarter-11.34%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y-7.15%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year8.37%
Active/Passive Quant Type Tags- Flows% 1M2.81% 52W Range24.71 - 31.30 Perf YTD-6.26%
Dividend TTM0.16 (0.59%) ESG Type Tags- Flows% 3M9.97% 52W High-12.59% Beta0.77
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD16.46% 52W Low10.72% ATR (14)0.53
Expense0.75% Structure Type Region Flows% 1Y RSI (14)46.23 Volatility0.69% 1.42%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.23 Prev Close26.80
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume5.70K Price27.36
SMA20-0.62% SMA50-4.50% SMA200-5.55% Trades Volume1,287 Change2.08%
WealthTrust DBS Long Term Growth ETF seeks long-term growth of capital with a secondary objective of providing dividend income. The fund's investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: 1) tactical allocation is accomplished by identifying positive trends for asset classes, sectors, and industries; and 2) equity stock selection is based on quantitative analysis with an emphasis on earnings.